{"podcast":{"title":"Informed Investing","slug":"informed-investing-7720447","podcast_index_feed_id":7720447,"rss_url":"https://feeds.transistor.fm/informed-investing","website_url":"https://investing.transistor.fm/","image_url":"https://img.transistorcdn.com/sC07jhqz7OvwgY7BLg7nefoEPN58nuTR1odGEooFEm8/rs:fill:0:0:1/w:1400/h:1400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS83OTk1/YjVjOTI3Nzc0NGM1/ZmRmYzEwYzc3MTVm/NzA4ZC5qcGc.jpg","author":"Informed Investing","episode_count":154,"summary":"The Informed Investing podcast distills the most relevant financial news and market articles into concise, structured insight. Each episode highlights what matters, filters out noise, and helps investors process information quickly and clearly.","last_synced_at":"2026-09-25T00:20:21.218025+00:00","page_url":"https://stenobird.com/podcast/informed-investing-7720447"},"episode":{"title":"Ep. 134: Beyond the AI Trade — Where Dividend Money Is Actually Working in 2026","slug":"ep-134-beyond-the-ai-trade-where-dividend-money-is-actually-working-in-2026","published_at":"2026-08-26T11:20:00+00:00","page_url":"https://stenobird.com/podcast/informed-investing-7720447/ep-134-beyond-the-ai-trade-where-dividend-money-is-actually-working-in-2026","show_page_url":"https://stenobird.com/podcast/informed-investing-7720447","url":"https://investing.transistor.fm/episodes/ep-134-beyond-the-ai-trade-where-dividend-money-is-actually-working-in-2026","audio_url":"https://media.transistor.fm/fa1fca16/56879d90.mp3","summary":"5 curated sources (3 dropped: KEO covered-call ETF vlog + BALQ/GPIQ income-vs-growth vlog = manufactured-income retreads of ep132/133; standalone Fool KO article = KO already covered in the 247wallst piece) under one throughline 'BEYOND THE AI TRADE — WHERE DIVIDEND MONEY IS ACTUALLY WORKING': (1) ETFTrends/ALPS sector-balanced dividends — S&P ~38% in 10 mega-caps, value/high-div +10% lead on growth, Q2 headline EPS +47% is really ~28% ex non-operating mega-cap gains, AI capex spilling into utilities/industrials/energy, SDOG equal-weight; (2) 247wallst 5 Aristocrats beating S&P on TOTAL return — CAT +36%, XOM +37%, KO +31.6%, CL +16%, TGT turnaround, all Buy-rated; (3) Fool VOO vs VXUS — US ~20x vs intl ~15x, Vanguard's own 10yr forecast flips (US 4.2-6.2% vs dev-intl 4.5-6.5%), hold both; (4) OUR CL deep-dive — $794M non-cash Skin Health impairment tanked GAAP EPS while FCF ROSE, ~4.5% EV FCF yield, ~2x div coverage, quality King left cheap by the AI trade; (5) Jake YT '5 future aristocrats' core-and-satellite framework, next-gen quality growers.","meta_description":"5 curated sources (3 dropped: KEO covered-call ETF vlog + BALQ/GPIQ income-vs-growth vlog = manufactured-income retreads of ep132/133; standalone Fool KO…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1264,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/informed-investing-7720447/episodes/ep-134-beyond-the-ai-trade-where-dividend-money-is-actually-working-in-2026/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/informed-investing-7720447/ep-134-beyond-the-ai-trade-where-dividend-money-is-actually-working-in-2026.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}